Fund Updates
The March 2016 version of The Fund in Detail
We are releasing herewith the March 2016 version of The Fund in Detail document to consultants, who are advised to familiarise themselves with the updates in this new version. All the updates have been summarised for...
T-Day and the Revenue Laws Amendment Bill 2016
A lot of uncertainty prevails in the industry regarding the new taxation laws (T-Day) planned for implementation on 1 March 2016. Some of the provisions in respect of T-Day are going ahead for 1 March 2016 and others...
Cancellation of tax directives
SARS issued a letter dated 15 October to the Institute of Retirement Funds Africa cautioning against the cancellation of tax directives. Read more
Update on the Protection of Personal Information Act, 2013 (POPI)
POPI is an act that aims to protect every individual’s personal information, because it acknowledges that every individual is the owner of his/her personal information. Read more
Passive Investor Strategy to change to Passive Lifestage Strategy
Feedback from our clients and supporting intermediaries (not to mention the success of the Sanlam Lifestage default investment strategy) indicates that the Passive Investor Strategy can be further enhanced by changing...
Improved
The goal of providing a single, consolidated, client-facing portfolio view is getting one step closer soon, when the service expands to include Sanlam Employee Benefits’ products… Read more